King Wealth Management Group
159 holdingsFiling period: 2026-03-31Current AUM: $919.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR IVV | 172.0K | $112.3M | $129.0M | 14.03% | +1.1K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 120.2K | $69.4M | $82.7M | 8.99% | -69 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF SPY | 81.2K | $52.8M | $60.7M | 6.60% | +7.2K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 115.4K | $42.7M | $53.6M | 5.83% | +2.5K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 148.8K | $37.8M | $46.0M | 5.00% | +586 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 216.3K | $37.7M | $43.4M | 4.72% | +672 | 2026-03-31 |
| 7 | IJH | ISHARES TR IJH | 410.6K | $27.7M | $30.9M | 3.36% | +10.1K | 2026-03-31 |
| 8 | IJR | ISHARES TR IJR | 206.1K | $25.6M | $30.0M | 3.26% | +5.4K | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 80.9K | $23.8M | $28.5M | 3.09% | +486 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC GOOGL | 78.9K | $22.7M | $28.1M | 3.05% | +541 | 2026-03-31 |
| 11 | V | VISA INC | 72.7K | $22.0M | $26.6M | 2.89% | -52 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 85.4K | $17.8M | $23.2M | 2.52% | +9.2K | 2026-03-31 |
| 13 | WMT | WALMART INC | 136.0K | $16.9M | $15.1M | 1.65% | -20 | 2026-03-31 |
| 14 | PH | PARKER-HANNIFIN CORP | 15.7K | $14.1M | $15.4M | 1.67% | +206 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 23.9K | $13.7M | $13.3M | 1.45% | +728 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 13.4K | $13.4M | $12.8M | 1.39% | +136 | 2026-03-31 |
| 17 | ITOT | ISHARES TR ITOT | 90.3K | $12.9M | $14.8M | 1.61% | -1,651 | 2026-03-31 |
| 18 | FTEC | FIDELITY COVINGTON TR FTEC | 52.3K | $10.9M | $14.1M | 1.54% | -1,334 | 2026-03-31 |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | 27.0K | $10.6M | $20.6M | 2.24% | -543 | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP | 16.9K | $10.2M | $9.9M | 1.07% | +188 | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS VTV | 47.3K | $9.3M | $10.4M | 1.13% | +8.6K | 2026-03-31 |
| 22 | MA | MASTERCARD INCORPORATED | 16.6K | $8.3M | $9.5M | 1.03% | -132 | 2026-03-31 |
| 23 | XLE | SELECT SECTOR SPDR TR XLE | 133.5K | $8.2M | $8.0M | 0.86% | +919 | 2026-03-31 |
| 24 | MCD | MCDONALDS CORP | 24.8K | $7.7M | $6.7M | 0.73% | -615 | 2026-03-31 |
| 25 | IEFA | ISHARES TR IEFA | 84.7K | $7.7M | $8.3M | 0.90% | +2.0K | 2026-03-31 |
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